$170MM AUM | $1.2MM GDC in
Woodland Hills, CA
We are a 100% fee-only RIA that was founded in 1976. We have completed an internal business transition and one succession agreement with another RIA. We provide full wealth management services to our private wealth clients as well as corporate services to business owners.
Our team consists of a talented core of younger advisors who are looking to buy, become a successor to, or merge with other advisors who share similar values and investment philosophies.